See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 12 20000 HORIZON WAY · MOUNT LAUREL, NJ 08054 | Claims processing; Recordkeeping and ... | $110,400 |
KOSMERL & COMPANY, P.C.2 years Filed as: KOSMERL & CO., P.C. Service code 10 · EIN 23-2872012 535 N 5TH STREET · READING, PA 19601 | Accounting | $60,348 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY-GRAYSTONE CONSULTING Service code 28 · EIN 22-0033315 5050 KINGSLEY DRIVE · CINCINNATI, OH 45263 | Investment Management | $40,000 |
STEVENS & LEE8+ years Service code 29 · EIN 23-2690261 PO BOX 62330 · KING OF PRUSSIA, PA 19406 | Legal | $18,592 |
CLEARY, JOSEM & TRIGIANI LLP8+ years Service code 29 · EIN 23-2657967 325 CHESNUT ST. SUITE 20 · PHILADELPHIA, PA 19103 | Legal | $11,463 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $11,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS. Service code 27 690 CANTON STREET, SUITE 100 · WESTWOOD, MA 02090 | Advisory (Plan) | $5,001 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,168 | $63,321-47.6% | $68,791-51.8% | $77,904-57.4% |
| Participation rate | 94.5% | 71.1%+23.3pp | 69.0%+25.4pp | 73.7%+20.8pp |
| Annual return | -11.13% | -6.50%-4.6pp | -6.38%-4.8pp | 12.21%-23.3pp |
| Employer contribution / active EE | $3,389 | $2,794+21.3% | $2,655+27.7% | $2,848+19.0% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,941-100.0% | $4,806-100.0% |
| Admin fee / account holder | $146 | $104+40.0% | $4,932-97.0% | $133+10.2% |